AVGO icon

Broadcom
AVGO

Overview Fund Activity

1,025 hedge funds and large institutions have $89B invested in Broadcom in 2018 Q2 according to their latest regulatory filings, with 225 funds opening new positions, 346 increasing their positions, 350 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,025
Holders Change
+87
Holders Change %
+9.28%
% of All Funds
23.5%
Holding in Top 10
50
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.03%
% of All Funds
1.15%
New
225
Increased
346
Reduced
350
Closed
128
Calls
$1.39B
Puts
$1.54B
Net Calls
-$152M
Net Calls Change
+$39.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$5.36B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.07B
3
Capital World Investors
Capital World Investors
California
$11.9B
4
FAM
Fred Alger Management
New York
$463M
5
Vanguard Group
Vanguard Group
Pennsylvania
$7.65B

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.07B
3
Citadel Advisors
Citadel Advisors
Florida
$384M
4
Aberdeen Group
Aberdeen Group
United Kingdom
$0
5
SIG
Senator Investment Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
901
Trust Company of Vermont
Vermont
$95K +$81.6K +3,350 +609%
PFBT
902
Parkside Financial Bank & Trust
Missouri
$91K +$11K +450 +14%
SMG
903
Spectrum Management Group
Indiana
$91K +$91K +3,760 New
CFA
904
Carroll Financial Associates
North Carolina
$90K – – –
SSB
905
Sandy Spring Bank
Maryland
$85K -$9.96K -410 -10%
BWM
906
Baystate Wealth Management
Massachusetts
$82K +$3.42K +140 +4%
GWM
907
Geneos Wealth Management
Colorado
$82K +$82K +3,410 New
IFAM
908
Institutional & Family Asset Management
Colorado
$81K -$2.66K -110 -3%
SIAS
909
Shine Investment Advisory Services
Colorado
$80K – – –
BWA
910
BDO Wealth Advisors
Florida
$78K – – –
GFP
911
Gryphon Financial Partners
Ohio
$77K -$726 -30 -0.9%
Fuller & Thaler Asset Management
912
Fuller & Thaler Asset Management
California
$73K – – –
QCIG
913
Quad-Cities Investment Group
Iowa
$73K +$73K +3,000 New
LFA
914
Legacy Financial Advisors
Kentucky
$68K +$68K +3,360 New
PMFA
915
Plante Moran Financial Advisors
Michigan
$64K -$29.1K -1,200 -31%
LWA
916
Lenox Wealth Advisors
New York
$61K -$10.9K -450 -15%
NSIM
917
North Star Investment Management
Illinois
$61K +$61K +2,500 New
Winslow Capital Management
918
Winslow Capital Management
Minnesota
$60K -$35.2K -1,460 -37%
Carson Wealth (CWM LLC)
919
Carson Wealth (CWM LLC)
Nebraska
$60K +$1.94K +80 +3%
AF
920
Allworth Financial
California
$57K -$244 -10 -0.4%
FC
921
Ferris Capital
Massachusetts
$56K – – –
FGAM
922
Financial Gravity Asset Management
Texas
$56K +$4.84K +230 +9%
PG
923
Patten Group
Tennessee
$56K +$56K +2,310 New
SFG
924
SevenBridge Financial Group
Pennsylvania
$54K +$964 +40 +2%
PW
925
Price Wealth
Texas
$54K +$32.9K +1,340 +156%
35 36
37
38 39